- Ventura County (Ventura, CA)
- …investment strategies under the Treasurer's direction, aligning with financial objectives, liquidity needs, risk tolerance, and compliance with Government Code, ... and negotiate favorable terms with external partners. + Ensure Compliance & Risk Mitigation - Maintain oversight of investment policies, procedures, and… more
- CalSTRS (Sacramento, CA)
- …Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or ... the direction of the Senior Investment Director (SID) of TFM, the Senior Portfolio Manager provides oversight and guidance in the management of a major segment… more
- BMO Financial Group (San Ramon, CA)
- …solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with ... a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management...penetration and returns. + Provide accurate financial analysis and oversight of assigned portfolio of customers as well as… more
- City National Bank (Los Angeles, CA)
- *TREASURY ANALYST* WHAT IS THE OPPORTUNITY? Reporting to the Portfolio Manager , will provide research, analytical, and compliance reports to the Treasury Portfolio ... include processing of transaction activity, collateral management, producing portfolio risk reports, assisting portfolio managers in security analysis, responding to… more
- CalSTRS (Sacramento, CA)
- …for integrating asset allocation (tactical, strategic, and asset-liability management), risk management, and balance sheet management to provide optimal long-term ... risk -adjusted returns for the total fund. While these activities...senior management team and asset classes, incorporates pacing and liquidity information, and provides analyses for total fund allocation… more